Green Card Tax Director Jobs
Tax Director roles qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification, which requires your employer to document that no qualified U.S. worker is available for the position. Multinational companies, Big Four firms, and large regional employers regularly sponsor foreign tax professionals for permanent residency.
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Get Access To All JobsLocation: Charlotte, NC ; New York, NY
Requisition ID 2026-127079
Category Financial Planning
Position type Regular
Pay range USD $175,000.00 - $270,000.00 / Year
Application deadline 2026-11-04
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
As a Director, Tax Planning Specialist, you'll serve as a leading expert on sophisticated tax planning strategies and education for high-net-worth individuals. Beyond providing advanced tax guidance, you'll help shape how tax planning capabilities are leveraged across Schwab Wealth Advisory, enabling advisors to address complex client needs and deliver greater value.
In this highly visible role, you'll partner with senior Wealth Advisors, Financial Consultants, and key stakeholders to navigate complex planning scenarios, educate strategic partners, and enhance the delivery of tax-related advice. Your expertise will strengthen client outcomes, build advisor confidence, and expand the impact of Schwab's advisory offering.
This role offers the opportunity to deepen your expertise in sophisticated planning strategies, broaden your organizational influence, and help advance Schwab's tax planning capabilities through strategic collaboration and thought leadership.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
Required Qualifications
- Tax Planning: Ability to advanced tax knowledge to develop strategies that help clients optimize short- and long-term tax outcomes.
- Diagnostic Information Gathering: Ability to uncover stated and unstated client needs to identify opportunities for planning recommendations and additional services.
- Communication: Ability to translate complex tax topics into clear, actionable guidance for clients, advisors, and business partners.
- Building Collaborative Relationships: Ability to develop trusted partnerships with Financial Consultants and Wealth Advisors to drive client outcomes and referrals.
- Presentation Skills: Ability to deliver effective education and insights to small and large audiences, increasing awareness and adoption of tax planning services.
Additional Requirements
- Bachelor’s degree required
- CPA, LLM, or MBA/EA combination required
- Active FINRA Series 65 license
-
- May be obtained with a 120-day condition of employment
- Ability to travel approximately 10%-15%
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Charlotte, NC ; New York, NY
Requisition ID 2026-127079
Category Financial Planning
Position type Regular
Pay range USD $175,000.00 - $270,000.00 / Year
Application deadline 2026-11-04
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
As a Director, Tax Planning Specialist, you'll serve as a leading expert on sophisticated tax planning strategies and education for high-net-worth individuals. Beyond providing advanced tax guidance, you'll help shape how tax planning capabilities are leveraged across Schwab Wealth Advisory, enabling advisors to address complex client needs and deliver greater value.
In this highly visible role, you'll partner with senior Wealth Advisors, Financial Consultants, and key stakeholders to navigate complex planning scenarios, educate strategic partners, and enhance the delivery of tax-related advice. Your expertise will strengthen client outcomes, build advisor confidence, and expand the impact of Schwab's advisory offering.
This role offers the opportunity to deepen your expertise in sophisticated planning strategies, broaden your organizational influence, and help advance Schwab's tax planning capabilities through strategic collaboration and thought leadership.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
Required Qualifications
- Tax Planning: Ability to advanced tax knowledge to develop strategies that help clients optimize short- and long-term tax outcomes.
- Diagnostic Information Gathering: Ability to uncover stated and unstated client needs to identify opportunities for planning recommendations and additional services.
- Communication: Ability to translate complex tax topics into clear, actionable guidance for clients, advisors, and business partners.
- Building Collaborative Relationships: Ability to develop trusted partnerships with Financial Consultants and Wealth Advisors to drive client outcomes and referrals.
- Presentation Skills: Ability to deliver effective education and insights to small and large audiences, increasing awareness and adoption of tax planning services.
Additional Requirements
- Bachelor’s degree required
- CPA, LLM, or MBA/EA combination required
- Active FINRA Series 65 license
-
- May be obtained with a 120-day condition of employment
- Ability to travel approximately 10%-15%
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all 254+ Green Card Tax Director Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Tax Director Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Tax Director
Document your advanced degree credentials early
PERM requires your employer to advertise the role at your actual education level. If your degree is from a foreign institution, get a credential evaluation completed before the job offer so the PERM filing reflects the right requirements from day one.
Target employers with in-house tax departments
Companies large enough to have a dedicated tax department are far more likely to sponsor green cards than boutique firms. Financial services, energy, pharmaceutical, and Fortune 500 technology companies regularly file PERM applications for senior tax roles.
Search green card sponsorship history on Migrate Mate
Filter Tax Director roles by employers with active PERM and I-140 filing history. Migrate Mate surfaces this data so you can prioritize companies that have already sponsored senior tax professionals rather than starting cold outreach with unknown employers.
Understand the EB-2 advanced degree route for your profile
Tax Directors with a master's degree in taxation, accounting, or a related field typically qualify under EB-2. Your employer's immigration counsel will structure the PERM job requirements around your actual qualifications, so confirm your degree classification with them before the recruitment phase begins.
Ask about concurrent I-140 and I-485 filing timing
Once USCIS approves your I-140 petition, you can file for adjustment of status concurrently if a visa number is immediately available. For most countries outside India and China, EB-3 priority dates for Tax Directors are current or close to current, which shortens the wait considerably.
Verify prevailing wage compliance before accepting an offer
DOL requires your employer to pay the PERM prevailing wage for the Tax Director role in the specific work location. Cross-check the offered salary against the OFLC Wage Search using the correct SOC code for your role before signing, since underpaying triggers PERM denial.
Green Card Tax Director: Frequently Asked Questions
Does a Tax Director role qualify for EB-2 or EB-3 green card sponsorship?
Tax Director positions typically qualify for EB-2 sponsorship when the role requires a master's degree or equivalent in accounting, taxation, or finance. Employers who structure the minimum requirements around a bachelor's degree plus experience may file under EB-3 instead. The category your employer uses depends on how the PERM job requirements are drafted, not solely on your personal credentials.
How does green card sponsorship differ from H-1B sponsorship for a Tax Director?
Green card sponsorship through PERM leads to permanent residency, not a temporary work authorization period. There is no annual cap lottery at the EB-3 level for most nationalities, and once your I-140 is approved, your status is portable under AC21 after 180 days. H-1B visa is time-limited, lottery-dependent, and must be renewed, whereas an approved PERM petition locks in your priority date regardless of employer changes after that threshold.
How long does the PERM and green card process take for a Tax Director?
The PERM recruitment and audit process at DOL currently averages well over a year for analyst review cases, though standard processing can be faster. After PERM certification, USCIS adjudicates the I-140 petition, which takes several months without premium processing. For applicants from most countries other than India and China, adjustment of status or consular processing can follow relatively quickly once a visa number is available.
Where can I find Tax Director jobs where the employer already sponsors green cards?
Migrate Mate lets you search Tax Director roles filtered by employers with documented PERM and I-140 sponsorship history. Focusing on companies that have already gone through the PERM process for senior tax professionals saves significant time compared to applying broadly and discovering sponsorship willingness only after an interview offer.
Can my employer sponsor my green card while I'm on an H-1B as a Tax Director?
Yes. Your employer can begin PERM labor certification while you hold H-1B status. This is one of the most common paths for senior tax professionals already working in the U.S. Under AC21 portability rules, once your I-140 is approved and your I-485 has been pending for at least 180 days, you can also change employers as long as the new role is in the same or similar occupational classification.